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GW&K Investment Management’s Interactive Brokers IBKR Stock Holding History

GW&K Investment Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16K Buy
237
+46
+24% +$3.28K ﹤0.01% 816
2025
Q4 		$12K Buy
+191
New +$12.8K ﹤0.01% 835

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GW&K Investment Management's IBKR Position: Q1 2026 in Review

GW&K Investment Management increased its Interactive Brokers (IBKR) stake by 24% in Q1 2026, buying an estimated $3.28K and bringing the position to 237 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

GW&K Investment Management first reported a position in IBKR in Q4 2025 and has held it in 2 quarters since. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • GW&K Investment Management held 237 shares of Interactive Brokers worth $16K as of Q1 2026.
  • GW&K Investment Management bought 46 Interactive Brokers shares in Q1 2026, an estimated $3.28K.
  • Interactive Brokers made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #816 holding.
  • GW&K Investment Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 2 quarters since.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.